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Mosaic Family Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mosaic Family Wealth’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$225K Buy
2,572
+7
+0.3% +$621 0.06% 163
2021
Q3 		$229K Hold
2,565
– – 0.06% 157
2021
Q2 		$231K Hold
2,565
– – 0.07% 152
2021
Q1 		$228K Sell
2,565
-216
-8% -$19.6K 0.07% 146
2020
Q4 		$258K Buy
2,781
+265
+11% +$24.7K 0.09% 127
2020
Q3 		$235K Hold
2,516
– – 0.09% 124
2020
Q2 		$234K Hold
2,516
– – 0.1% 126
2020
Q1 		$225K Hold
2,516
– – 0.11% 114
2019
Q4 		$219K Hold
2,516
– – 0.09% 141
2019
Q3 		$221K Hold
2,516
– – 0.09% 150
2019
Q2 		$218K Sell
2,516
-175
-7% -$14.8K 0.09% 159
2019
Q1 		$226K Hold
2,691
– – 0.09% 146
2018
Q4 		$219K Hold
2,691
– – 0.09% 140
2018
Q3 		$214K Sell
2,691
-510
-16% -$41.2K 0.09% 148
2018
Q2 		$259K Hold
3,201
– – 0.1% 139
2018
Q1 		$262K Hold
3,201
– – 0.1% 135
2017
Q4 		$268K Hold
3,201
– – 0.1% 141
2017
Q3 		$271K Buy
3,201
+472
+17% +$40.1K 0.11% 147
2017
Q2 		$231K Sell
2,729
-115
-4% -$9.72K 0.1% 161
2017
Q1 		$238K Hold
2,844
– – 0.1% 153
2016
Q4 		$236K Sell
2,844
-200
-7% -$17K 0.11% 152
2016
Q3 		$267K Hold
3,044
– – 0.12% 142
2016
Q2 		$269K Sell
3,044
-75
-2% -$6.49K 0.13% 133
2016
Q1 		$269K Buy
3,119
+400
+15% +$33.9K 0.13% 121
2015
Q4 		$225K Buy
+2,719
New +$229K 0.1% 135

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mosaic Family Wealth's BIV Position: Q4 2021 in Review

Mosaic Family Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.27% in Q4 2021, buying an estimated $621 and bringing the position to 2,572 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #163.

Mosaic Family Wealth first reported a position in BIV in Q4 2015 and has held it in 25 quarters since. The position peaked at $271K in Q3 2017. 722 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

  • Mosaic Family Wealth held 2,572 shares of Vanguard Intermediate-Term Bond ETF worth $225K as of Q4 2021.
  • Mosaic Family Wealth bought 7 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $621.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Mosaic Family Wealth's portfolio in Q4 2021, its #163 holding.
  • Mosaic Family Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $271K in Q3 2017.
  • 722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.